Keep Chaser credit notes on your review list
Notis can retrieve credit notes on a schedule and prepare a concise report, so adjustments are easier to review regularly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Why this helps
Credit note details can be scattered across billing work, making it harder to keep a routine review habit.
- Make credit note review a recurring task
- Gather returned credit note details in one report
- Reduce time spent finding records for review
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Ask Notis to retrieve Chaser credit notes and summarize the information returned for your regular review.
- 4Pick a Notis schedule trigger and choose where run reports should go.
- 5Test with one run and verify that the report contains the credit note information you need.
Questions about this workflow
Does this create or adjust credit notes?
No. It retrieves credit notes for review and does not create or modify them.
What information will the report include?
Notis can summarize information returned by Chaser. The exact details depend on the credit note data available from the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Chaser. A trigger fires from one place; an action lands in another.
Agent mail triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Agent mail and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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